MeritValue

Smart Logistics Global Ltd

SLGBdata completeness 100%1 fiscal years on file
The thesis, from the filings

Smart Logistics Global Ltd earns about -7% on invested capital, with a roughly flat share count. The cash-flow models don't apply cleanly here — the ledger says why below. Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2025
Revenue$89.9M1
Net income−$2.6M2
Operating cash flow−$5.81M3
Capital expenditure$42,6464
Free cash flow (derived)−$5.86M3,4
Total debt$4.99M5
Cash & equivalents$449,7666
Diluted shares40.4M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom). A derived or summed figure cites every filing line it was built from.

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$4.82
your share of equity
Profit it earned you last year
−$0.64
Free cash flow it threw off
−$1.45
Debt you’d be carrying
$1.24

10 shares is a claim on $4.82 of net worth that earned you −$0.64 and generated −$1.45 of cash last year, against $1.24 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
-7% avg · 1y
FY25 -7%

It earned an average -7% on invested capital over 1 years. Compare that to what it costs to fund the business.

seeing a moat in the numbers →
Management signal · capital allocation
−0% shares · 1y

Share count is roughly flat over 1 years — little dilution, little buyback. Total debt has held roughly steady.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.6.0
DCF · Growth Exit 10Y
not applicable
only 1 years of FCF (need ≥3) — model not applicable
DCF · Growth Exit 5Y
not applicable
only 1 years of FCF (need ≥3) — model not applicable
Earnings Power Value
not applicable
only 1 years of net income (need ≥3)
Graham Number
not applicable
diluted EPS missing or non-positive — Graham Number undefined

Different models answer different questions — which to trust when →

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Sources — the receipts
  1. 20-F filed 2026-04-30 · period ending 2025-12-31 · accession 0001213900-26-050357 (RevenueFromContractWithCustomerIncludingAssessedTax)
  2. 20-F filed 2026-04-30 · period ending 2025-12-31 · accession 0001213900-26-050357 (NetIncomeLoss)
  3. 20-F filed 2026-04-30 · period ending 2025-12-31 · accession 0001213900-26-050357 (NetCashProvidedByUsedInOperatingActivities)
  4. 20-F filed 2026-04-30 · period ending 2025-12-31 · accession 0001213900-26-050357 (PaymentsToAcquirePropertyPlantAndEquipment)
  5. 20-F filed 2026-04-30 · period ending 2025-12-31 · accession 0001213900-26-050357 (ShortTermBankLoansAndNotesPayable)
  6. 20-F filed 2026-04-30 · period ending 2025-12-31 · accession 0001213900-26-050357 (CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents)